See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,819 | $57,590-6.5% | $86,233-37.6% | $82,448-34.7% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 16.09% | 22.41%-6.3pp | 61.39%-45.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $7,728 | $1,655+366.9% | $2,504+208.6% | $2,551+203.0% |
| Participant deferral / active EE | $5,340 | $3,080+73.4% | $4,559+17.1% | $4,139+29.0% |
| Admin fee / account holder | $11,099 | $4,730+134.6% | $8,342+33.0% | $7,234+53.4% |